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Buckingham Strategic Wealth’s Public Storage PSA Stock Holding History

Buckingham Strategic Wealth’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.12M Buy
3,882
+209
+6% +$57.6K 0.01% 319
2024
Q1 		$1.07M Buy
3,673
+38
+1% +$10.9K 0.01% 323
2023
Q4 		$1.11M Sell
3,635
-55
-1% -$14.6K 0.01% 311
2023
Q3 		$972K Sell
3,690
-81
-2% -$22.7K 0.01% 296
2023
Q2 		$1.1M Sell
3,771
-136
-3% -$39.6K 0.02% 289
2023
Q1 		$1.09M Hold
3,907
– – 0.02% 250
2022
Q4 		$1.09M Buy
3,907
+7
+0.2% +$2.04K 0.02% 251
2022
Q3 		$1.14M Buy
3,900
+20
+0.5% +$6.51K 0.02% 242
2022
Q2 		$1.21M Buy
3,880
+92
+2% +$31.9K 0.02% 239
2022
Q1 		$1.48M Buy
3,788
+2
+0.1% +$726 0.03% 226
2021
Q4 		$1.42M Sell
3,786
-108
-3% -$36.1K 0.03% 228
2021
Q3 		$1.16M Buy
3,894
+69
+2% +$21.7K 0.02% 238
2021
Q2 		$1.15M Buy
3,825
+13
+0.3% +$3.65K 0.03% 239
2021
Q1 		$941K Sell
3,812
-148
-4% -$34.5K 0.05% 243
2020
Q4 		$914K Buy
3,960
+300
+8% +$68.8K 0.05% 228
2020
Q3 		$815K Buy
3,660
+31
+0.9% +$6.33K 0.06% 203
2020
Q2 		$696K Buy
+3,629
New +$700K 0.07% 184

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Buckingham Strategic Wealth's PSA Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Public Storage (PSA) stake by 5.7% in Q2 2024, buying an estimated $57.6K and bringing the position to 3,882 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #319.

Buckingham Strategic Wealth first reported a position in PSA in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.48M in Q1 2022. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

  • Buckingham Strategic Wealth held 3,882 shares of Public Storage worth $1.12M as of Q2 2024.
  • Buckingham Strategic Wealth bought 209 Public Storage shares in Q2 2024, an estimated $57.6K.
  • Public Storage made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #319 holding.
  • Buckingham Strategic Wealth first reported a position in Public Storage in Q2 2020 and has held it in 17 quarters since.
  • Buckingham Strategic Wealth's Public Storage position peaked at $1.48M in Q1 2022.
  • 1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.